Volume AGKSOFT. Wayne Nucleus Back Office Software. Nucleus Guide

Transcription

1 Volume N AGKSOFT Wayne Nucleus Back Office Software Nucleus Guide

2 Configuring Your Back Office PC The Back Office PC requires 2 network cards to connect to the Nucleus & internet at the same time. On some PCs, the 2 network cards may conflict causing one connection to work and the other one not to. *** If you have Windows 8, select [Windows Key + D] or click [Desktop] *** From your Windows PC, Right Click on the Network Icon shown on the right near the Date & Time. Select Open Network and Sharing Center. Select Change Adapter Settings and you will see all your network cards as follows. If you do not recognize which card belongs to the Internet and which one belongs to the Cash Register, Double Click the 1 st Adapter, you will see the window shown below. Note that IPv4 Connectivity says Internet, so this is most likely used for the Internet. Select Details and you should now see the Window shown below. Look at the IPv4 Address. If it looks like x, then you know that this is the Adapter used for the Internet. So you should right click that Adapter, select Rename and type Internet. For Wayne Nucleus, this IP cannot be x, it must be something like x. Double Click the 2 nd Adapter, you will see the window shown below. Note that IPv4 Connectivity says No Internet Access, so this is most likely used for the Cash Register. Select Details and you look at the IPv4 Address. If this is the proper card connected to your register, follow the next section to configure it properly. 1

3 On the Internet s Network Card: *** Make sure you are not using IP Address x *** If the Internet Router is using , change it to Right click Local Area Connection or Local Internet Connection for the 1 st network card and select Properties 2. Right click Internet Protocol Version 4 (TCP/IPv4), select Properties and click Advanced 3. Uncheck Automatic Metric and enter 1 next to Interface Metric and click OK 2 times and then close. On the Nucleus Network Card 1. Right click on the Local Internet Connection or Local Area Connection (the one you are using for the Nucleus). Select Properties. 2. Select Internet Protocol Version 4 (TCP/IPv4), click Properties and select Use the following IP address and enter the recommended IP Address IP Address: Subnet Mask: Default Gateway: Click Advanced, select Automatic Metric and enter 2 next to Interface Metric. Note that the Host or IP we use in the Cash Register Interface Setup must be set to Connecting your Windows PC and the Nucleus Connect a straight RJ45/CAT5 cable from your Windows PC to the Nucleus Router which is also connected to the Nucleus. Note that it could be a blue Linksys router or a black Milan Router. If you are unsure, please contact a Dresser Wayne Authorized Service Contractor. Shown above is the back of the Milan 8-port router. Plug your RJ45 (CAT5) cable into the back as shown in the picture. If you do not have any free ports, contact Dresser Wayne. When you plug the cable on both ends, you should see a green light turn on. 2

4 Wayne Nucleus Gateway Activation/Configuration Touch the Nucleus Button at the top of your Nucleus Screen, select Programming. You should now see Programming Access window. 1. Select System, then IPT and then Site. Make sure Scanning Defaults to Minimum Pack Size for UPC is NOT CHECKED. Click the UPC Expansion button. Make sure the Store Check Digit Flag is NOT CHECKED. Make sure Expand UPC-E to UPC-A Format is checked. 2. Select System, then Back Office Configuration 3. Select the following: [Back Office Type] [X] [NLINK] [Import Frequency] [X] Shift [Check Digit Options] Make sure all settings are unchecked [X] Send PLU/SKU Programming Records 4. Click [OK] and Reboot your Nucleus 5. Close the Shift on your Nucleus and wait 15 to 30 minutes. 3

5 Donwloading the Products from your register: Open AGKSoft, select Cash Register Interface and click Setup. Make sure XML 3.4 is not checked. Click [Test Connection], [Diagnostics], [Save] and then [Quit]. 1. Click [Products Download] and answer YES. You should now have all your Departments, PLUs and UPC-Codes. 2. If your Nucleus supports XML 3.4, we now need to switch to XML. Touch the Nucleus Button at the top of your Nucleus Screen. If your Nucleus does not support XML 3.4, make sure to read the last Chapter titled Nucleus Non-XML The Nucleus Button pull down menu appears; select Programming and you should see the Programming Access window. Select the System menu, then Back Office Configuration. Select [NAXML] under Back Office Type Under Import Frequency, select Shift Under Check Digit Options, make sure both settings are unchecked 4. If using NLINK, make sure Send Item Adjustment Record to Back Office is checked. 5. Click the NAXML Configuration button and you will see the picture shown below. Under NAXML Schema Version, select 3.4. Make sure all the Enabled boxes are checked, set the Number Of Events to 1 and make sure Compression is no Enabled and click OK twice. 4

6 6. Select the System menu, Tier/Feature, make sure Back Office Interface and NAXML are both Available. If they are not, please contact Dresser Wayne. 7. Click OK and reboot your Nucleus register for the changes to take effect. 8. If you have to use Blackpipe, make sure you check Enable Blackpipe and enter next to the IP Address. Nucleus will automatically start attempting to communicate with a back office machine at that IP address. For Sunoco sites, you may have to use or , a Dresser Wayne Tech. should know what the IP Address is. Note that the 178 is for our PC, the Nucleus is using

7 9. If you are using Blackpipe, set your PC to use Static IP Address or whatever IP Address you specified in the Back Office Configuration window. Make sure your Windows Firewall is off or go to the Windows Firewall s Advanced Settings and create a new InBound Rule to allow Port Select the System menu, then IPT and then Site. Make sure Scanning Defaults to Minimum Pack Size for UPC is NOT CHECKED. Click the UPC Expansion button on the bottom right and make sure Expand UPC-E to UPC-A Format is checked and click OK. 11. OPTIONAL: Select the Cash Register menu, Tender and select A/R Sales. 6

8 Click the Modify button and make sure Reference number required is checked and click the Close button to close this window. 12. OPTIONAL: Select the Cash Register menu, Financial and then Paid In. Make sure to check Account number required. Repeat this process for Paid Out and A/R Collect. Click the Close button to close this window. 13. OPTIONAL: Select the Cash Register menu and then Vendor Accounts. 7

9 Click the Add button to add your Vendor. Repeat this process for all your vendors. Make sure the Vendor Account Number matches your Back Office Software s Vendor Number. If you don t have any vendors configured in your Back Office software, we will automatically create them for you. 14. OPTIONAL: Select the Cash Register menu and then House Accounts. Click the Add button to add your Client. Repeat this process for all your clients. Make sure the House Account Number matches your Back Office Software s Customer Account s Client ID. If you don t have any clients configured in your Back Office software, we will automatically create them for you. 8

10 Wayne Nucleus Blackpipe Installation/Configuration Please contact Dresser Wayne to download a copy of the Blackpipe Software. When Blackpipe is installed, you should see the C:\InSite folder that looks like the following: : When Blackpipe is properly communicating between the Nucleus and the Back Office PC, you should see the C:\POS folder that looks like the following: Connecting your Windows PC and Blackpipe Click Start -> All Programs -> Dresser Wayne -> Blackpipe BackOffice Server -> Configure Blackpipe Back Office Server and you should see the following: Make sure the IP Address is set to and the Local mapped directory is set to C:\POS. Note that sometimes the IP Address will automatically change to or by itself, that s ok. That s typical for a Sunoco Site. 9

11 Click the Control tab and you should see something similar to the picture shown below. The Last Contact time should be no more than one minute from the time you are looking at it. If you see no contact and no files transferred, you need to check the following: Ensure that there are no firewalls blocking inbound TCP connections on the back office machine. If a firewall does exist, please ensure that inbound TCP connections on port 9020 are permitted. If the problem persists, a Dresser Wayne Tech. needs to test Blackpipe from the Nucleus itself as described in the Blackpipe.pdf document section 1.5 (bottom half of page 12). To verify that there is a connection with your register, please configure the following: Open the AGKSoft Icon on your desktop. Before you login, you will need to call AGKSoft to activate your PC. You should now be in the AGKSoft Login window. Under Password, enter s and click OK. You should now be in the Business Information window. Enter your info. and click Save. 10

12 Select #4 Dresser Wayne Nucleus and click OK. Answer all other questions as best you can. You should now see the Cash Register Interface Setup window shown below. 11

13 If you are using Blackpipe, you must change the Drive to C:\POS instead of N: If you are about to download your Price book from the Nucleus, un-check the XML 3.4 box. If XML 3.4 is available on your Nucleus, you can check it after you download the Price Book. Click Test Connection, this will test the connection between your register and the Back Office PC. If everything is configured properly you will see a message as shown below. If the connection fails and Test 1 is not passed, you will receive a message as shown below. This error typically means that there is a connection issue somewhere; a cable is not plugged in properly, the Nucleus is not powered on or the drive cannot be mapped for some unforeseen reason. Please double check all cables and connections. Verify that the Nucleus is not plugged into the Internet Router. See Resolving Connection Problems below for more information. *** Make sure you do not use IP Address or *** If the Internet Router is using , change it to , then set the IP Address on the Network Card that is connected to the register as follows: IP Address: Subnet Mask: Default Gateway:

14 Resolving connection problems (If Blackpipe is enabled) The Black Pipe Software uses a service called fransvc, if you right click on My Computer, Manage, Services and Applications, Services. Make sure fransvc is in there and is set to Automatic. If you have a Firewall or Security/Antivirus Software, make sure TCP/IP Port 9020 is open inbound. Resolving connection problems (If Blackpipe is NOT enabled) Click on the Windows Start menu and select My Network Places, open Entire Network, then open Microsoft Windows Network. You should now see Workgroup as well as another group called Dw_nuc0862. If you see this group, then you know you are connected to the Nucleus. If you do not see this group, please check your IP Address, you can use If you open Dw_nuc0862, you will see Nucleus_sc1, when you attempt to open it, you will be prompted for a Username and Password, enter BOS_Access for the Username and $4AB*cde56 for the Password. Check the Remember Password checkbox and click OK. You should now see the BOS folder. Right click on it and select Map Network Drive. Next to Drive enter N: and check the Reconnect at logon checkbox and click the Finish button. If you could not map the drive, try the following alternative: Open My Computer, select the Tools menu and then Map Network Drive. Next to Drive, enter N: Next to Folder, enter \\Nucleus_sc1\BOS or \\ \BOS Check the Reconnect at logon checkbox. Click Finish. You will then be prompted for a username and password. Enter BOS_Access for the username and enter $4AB*cde56 for a password Click OK and then Finish. You should now see drive N:\ showing at least one file RELEASE.NUM. If you see DRPIN.DAT, then you are ready to download data from the Nucleus. If this does not work, try clicking on Start, Run and type: \\ If you get prompted for a Username and Password, enter BOS_Access for the username and enter $4AB*cde56 for a password. If that works, make sure BOS is there, if it s not the client needs to call Dresser Wayne to resolve that issue. 13

15 Configuring the AGKSoft Software If you are using Blackpipe, change the Drive from N: to C:\POS and make sure the Blackpipe Software is configured for the same folder. Under Station Configuration, select the Credit Card Network (e.g. BuyPass) or the type of station you have (e.g. Shell, Mobil, etc.). Under Changes of, you can Employee s Clocking in or out, changes in Fuel Prices or Shift and other information. Please fill in your address in Setup=>Business Info. If you know your Car Wash Department #, enter it next to Car Wash & uncheck the To Short/Over checkbox next to it. This will allow us to map the Car Wash out of the salesroom. Continue mapping any other depts. you want by clicking in the empty box beside the name. Under Download: select Shift. Click Save and Quit to close the Cash Register Interface Setup window. You should now be back in the First Time User Screen. If you are blending gas, click on Gas Blending, you will see the window shown below: Click the Setup Blending Automatically button and follow the prompts or click the Next button until you see the grade you blend. Enter the percentages, click Next to do another or simply Quit if there are no more. The Gas Blending window should have 7 grades of Gas even if you don t use all of them. 14

16 Start the GAS LOAD Window as shown below and do the following: 1. Click the left arrow [>] to hide any grade that you don t sell, enter your Gas Tax rates and click [Save Settings]. 2. Find out what you last paid for Gas and enter the Buying Price for each grade. 3. Find out how much Gas you had in your tank at the end of the shift (The shift before the one you are about to download). You can get this information from your Tank Monitor or your shift printout. The numbers you enter should be the ones taken before the 1 st shift you are about to download. 4. Enter your Tank readings under Volume, select N-None next to Paid from Account, click Save and then Quit. You should now be back in the Cash Register Interface window, click Products Download and you should see a screen showing the download progress. This should finish in a few minutes without any errors. In order to download products from the Nucleus, NLINK must be selected, Send PLU/SKU Programming Records must also be checked and you must close your shift. 15

17 You will get a message saying:!!!warning!!! Are you sure you really want to Update your Product Setup from what you last downloaded, select YES. Click Update under Gas Selling Prices. You only need to do this in order to make sure the Gas Prices are mapped properly. If the prices are not in the proper place, then click on the arrow shown at the bottom next to the Quit button. You may have to change the mapping numbers if your prices are wrong. Click on the [ ] next to update and you will see a notepad open as shown below. Find your selling prices and enter the number you see next to Map # in Gas Map #. You can also click Switch Service if you have the Self serve prices in the FULL column. You may also click Tier 2 to see the 2 nd tier of Gas Prices. Click Sales Download to download the closed shift or day information from the Nucleus. Click Verify and you should now see the Date, Open Time, Closing Time and the Batch #. Click Update Sales Skip Batches allows you to delete a bunch of batches from the Nucleus that you do not want to process in your software. Show Available Batches is a backup of all the downloaded and processed shifts or days. Please Note: This is not what is available on the Nucleus. If you do not see the proper Gas Sale numbers, you need to look at the Gas Sale section in the Sales Log that was open in Notepad and enter the Grade Names that you see there in the Gas Map next to the numbers. You need to re-process your shift again by pressing R in your Cash Register Interface window. Once the gas sale is saved and closed the Short/Over (End of Shift) window opens up for you to balance your shift. Go ahead and balance your shift by validating your Cash & Checks and Safe Drops. When you finish, click Close Shift/SAVE. If you need to make adjustments to the Sales Room, click the SALES ROOM button, select Find and make the adjustments you need to make. When you come back to the Short/Over, the amount gets adjusted automatically. You can make similar adjustments to most other fields. If you want to make quick adjustments, you can simply make your changes in the Short/Over form without going to the details. To see your Daily Books, start the Short/Over form and click the Report button. If you want to start all over and re-do everything since you started using AGKSoft, make sure you close all your open shifts, click Help and select the First Time User. From the First Time User form, you can 16

18 click Delete All, if you want to delete everything since you started using AGKSoft or Delete Today to delete one particular day that is set on the AGKSoft calendar. Please Note: This will not delete your price book, vendor lists or client lists. Changing the Nucleus Configuration After you have downloaded your products into AGKSoft, touch the Nucleus Button (Shown in Figure 1-1) The Nucleus Button pull down menu appears; select Programming and you should see the Programming Access window. From the Programming Access window, select System and then Back Office Configuration. From the Back Office Configuration window, you can now uncheck the Send PLU/SKU Programming Records checkbox. We only needed it the 1 st time to get all your products. From now on, all new products or any price changes should be entered directly into AGKSoft and then uploaded to your Nucleus. Click OK. Downloading Shifts Automatically It is highly recommended to automatically download your shifts or days from your register. To start this process click the Auto button in the Cash Register Interface window and you should see the following window shown below. 1. Select how often you want the software to look for a new shift or day to download (Example: 2 hrs) 17

19 2. If you are in XML mode, you can choose the Real-time Interval to download transaction-bytransaction as soon as the transaction is done at the Cash Register. 3. The Export tab would be used if you want to automatically export your data to another PC running AGKSoft s POS Software, AGKSoft s Back Office Software or AGKSoft s Home Office Software. 4. The Import tab would be used if you want to automatically import price changes or data from another PC running AGKSoft s POS Software, AGKSoft s Back Office Software or AGKSoft s Home Office Software. 5. Click Start Automation and make sure you leave your PC on and the software running. 6. Clicking on the will open up a notepad with detail information about the automation process, if it stopped, if there were errors etc. 18

20 How to Review the Downloaded Shifts 1. Click Stop Automation to stop the automation process 2. Click Quit to close the automation window 3. Open the Short/Over window 4. Click History, select a date range and hit OK 5. You can now pick the shift /day you want to re-open and make changes to. The numbers will fill in as shown below. Make sure you Start Automation when you are finished to begin the download process again. Wayne Nucleus (Exxon/Mobil) Exxon/Mobil Nucleus (Any version before 5.60) does not yet fully support XML 3.4, which means you have to use NLINK and configure all your Departments directly from the Nucleus itself as follows: 1. Touch the Nucleus Button at the top of your Nucleus Screen. 2. The Nucleus Button pull down menu appears; select Programming and you should see the Programming Access window. Select the Cash Register menu, then Non-Fuel, then Department. 19

21 3. You should now see the following window. You can modify the existing Departments or Create new departments. 4. Select the Department you want to change and click Modify and you will see the window shown below. Make sure you enter the Department # under the External Reference ID. 20

22 Troubleshooting If you are having problems connecting to your Register, please check the following: Make sure you have 2 network cards (NIC), let s assume NIC1 is connected to your internet router and NIC2 is connected to your cash register router. Open a command prompt (Click the Start menu, select Run, type CMD and hit Enter) Type IPCONFIG and hit Enter, you should now see the following: Ethernet adapter Local Area Connection 1 (NIC1): Internet Router IP Address: Subnet Mask: Default Gateway: Ethernet adapter Local Area Connection 2 (NIC2): Cash Register Router IP Address: Subnet Mask: Default Gateway: If NIC1 is using x, you need to access your router by typing or whatever your Default Gateway is in Internet Explorer, enter your username and password. If you are not sure, try admin with no password or admin for password. Once you have access to your router, change the Local IP to Make sure your IP Address is not or ; these IP Addresses are reserved for the Nucleus. 3. Make sure your NIC2 s IP Address is set to and your gateway is set to If you have a yellow flag on the Network Connection (Limited Connectivity), you may want to set your IP Address manually rather than setting it to obtain automatically. 21

23 Nucleus (Non-XML 3.4) If you are using a Nucleus register that does not support XML 3.4, please touch the Nucleus Button at the top of your Nucleus Screen, select Programming. You should now see Programming Access. Select the Reports menu, select Setup and then Components. From the Report Components window, select Shift or Day and Assign all available Components by selecting each line and clicking the Assign button. 22